Introducing an exciting new Member-Organized Event Series featuring informational interviews with various small business entrepreneurs. This second installation will feature two start-up entrepreneurs: Jeff Mullen, Founder of Driver One Inc., and Andrew Cross, Co-Founder of HotBox Pools. Jeff will discuss technology needs behind building an app or website for a small business and Andrew will…
A basic premise of active management is that with enough skill, it’s possible to outperform the market consistently. Historical data, however, do not support this view, and the index fund industry has grown and prospered as a result. This program will discuss some of the reasons why active management has been historically difficult and offer…
Join CFAW's Member Engagement Committee for a free, brief, informal kick-off session discussing the 4th Annual Investment Selection Contest! Learn how to sign up for CFAW's Investment Selection Contest, create an alias to disguise your portfolio selections, and ask any questions about the competition. We want to see how you can grow $1,000,000 fictional seed…
Come connect and reconnect with fellow WIN members at this month's virtual member-organized happy hour where the featured speakers will be Ms. Ellen Carr and Ms. Katrina Dudley, co-authors of the book Undiversified: The Big Gender Short in Investment Management. They will examine the lack of women in investment management and propose solutions to improve…
Is it a currency? Is it a commodity? Does it contain an embedded store of value? Who is really controlling it? There are many questions floating around about cryptocurrencies like Bitcoin, Etherium and Litecoin as well as the platforms where they trade. As the public has experienced FOMO (fear of missing out) from observing the…
Join Level 2 CFA Program candidates for a member-organized CFA Exam Study Group! Esref, the study group coordinator, has prepared a few slides to review & discuss the Level 2 reading material below. Study Group Topic #3: Financial Reporting and Analysis Reading 16 - Analysis of Financial Institutions RSVP to Esref Mehmet Goksu & attend via Google Meet!
Join CFAW for a live webinar discussion with Joyce Chang, one of Wall Street’s best-known analysts. Ms. Chang is ranked by American Banker as one of the most powerful women in finance. Joyce will discuss how she navigated her career path and give an update on the markets and what is next for investors in…
CFA Society Washington, DC is proud to announce the 3rd Annual ESG Summit – with a twist! Join us to hear from asset owners, asset managers, thought leaders and researchers charging forward on environmental, social and governance (ESG) investing. The Summit will be composed of three (3) virtual, interactive webcasts. The first two webcasts will each…
Come connect and reconnect with fellow WIN members at this month's virtual happy hour where our featured speaker will be Ms. Diane Fenning, who brings more than 25 years of career development and management experience. Our topic will be Mentors, Champions and Sponsors and the importance of these three role models within your own personal…
FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy, and industry dynamics. This virtual training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals, covering the following topics: The Power & Art of Business Modeling in FP&A Data Visualization & Storytelling Outputs & Variance Analysis Scenarios & Sensitivities…
Please join us on Tuesday, March 9, 2021 to gain a better understanding of the potential expected returns, and risks, of investing in the various energy markets. Learn what investors should expect with the recent political changes in the U.S. 2020 was a year that brought extraordinary challenges. The pandemic and subsequent economic crisis caused unprecedented disruption…
Clients mentally leave their financial professionals months before their money does. This is how those financial professionals might win them back while they still have time. Losing a top client is never a pleasant experience. Worse still, research shows that 72.2%1 of financial professionals lose one top client per year. This makes everyone have to…
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